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MCGLONE SUTTNER WEALTH MANAGEMENT, INC.

APPLETON, WI · CRD 149830 · IAPD ↗ · (920) 882-5299

$1.01BRegulatory AUM
8Advisory reps
14Employees
0Clients
More than 500Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
March 2026 — MCGLONE SUTTNER WEALTH MANAGEMENT, INC. notice-filed in MD.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
March 2026 — MCGLONE SUTTNER WEALTH MANAGEMENT, INC. added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
85
March 2026 — MCGLONE SUTTNER WEALTH MANAGEMENT, INC. crossed $1B in regulatory AUM ($816.0M -> $1.01B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
45
April 2025 — MCGLONE SUTTNER WEALTH MANAGEMENT, INC. notice-filed in MI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2025 — MCGLONE SUTTNER WEALTH MANAGEMENT, INC. added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
61
March 2025 — MCGLONE SUTTNER WEALTH MANAGEMENT, INC. reports More than 500 financial-planning clients, up from 251-500.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
63
April 2024 — MCGLONE SUTTNER WEALTH MANAGEMENT, INC. reported RAUM up 26% ($549.1M -> $689.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.